Jennifer Richardson is a registered investment advisor at Morgan Stanley, based in Ormond Beach, FL, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
285 Clyde Morris Boulevard, Street 100, Ormond Beach, FL, 32174
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2013 - Present · 12 yrs 8 mos
Morgan StanleyBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
November 2008 - April 2013 · 4 yrs 5 mos
National Planning CorporationBroker
October 2008 - April 2013 · 4 yrs 6 mos
Aig Financial Advisors, INC.
August 2007 - November 2008 · 1 yr 3 mos
Aig Financial Advisors, INC.Broker
October 2005 - November 2008 · 3 yrs 1 mo
Sunamerica Securities, INC.Broker
January 2001 - October 2005 · 4 yrs 9 mos
State Registrations21 states
ALCACOCTFLGAINLAMAMDMENCNYOHORPASCTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.